Millennials need to take advantage of the ultimate savings tool: time. IRA Updates details 5 reasons why a Roth IRA is best.
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Volume 9 Issue 7





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QUESTION OF THE MONTH

How Do I Make Sure My Children Can Utilize the Stretch IRA?

Q: I was going to do a stretch IRA for my children. I am 78 and my wife is 75. We started RMDs (required minimum distributions) several years ago. My wife is the primary beneficiary with the two children being secondary beneficiaries. What should I do from here? The Answer

JULY KEY FOCUS

5 Reasons Why Millennials Go with Roth IRAs

If you are a young worker, you, like many other members of the millennials, may be juggling student loans and expensive rent. Retirement? What can you do now to save for a more secure retirement? Well, for many millennials the Roth IRA is the way to go. Here are 5 reasons why. Read More

RULING TO REMEMBER

11 NUA Don'ts

As with most IRA/tax strategies, the net unrealized appreciation (NUA) strategy comes with a few "don'ts." Any one of these could mean a loss of your ability to take advantage of the NUA tax benefit. Read More

INSIDE ED SLOTT'S IRA ADVISOR NEWSLETTER

Mistakes That Can't Be Fixed

IRA PLR Fees for 2016 - The Winners and Losers

New and Old Fiduciary Rules Can Impact an IRA Trust

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